Crystal Coley: Edward Jones Financial Advisor

07/14/2026

JOIN US THIS THURSDAY!

💼 RETIREMENT: MAKING YOUR MONEY LAST SEMINAR

🗓️ DATE: Thursday, July 16
🕕 TIME: 6:00 PM – 7:30 PM
📍 LOCATION: Rudy’s BBQ
14545 Hwy 105 W
Conroe, TX 77394

🍴 DINNER: FREE!

✅ RSVP: Must sign up below to attend.

LIMITED SEATING!

How do you picture your retirement?

We’ll discuss strategies designed to help you work towards fulfilling your retirement expectations. We’ll also explore how to address concerns such as:

* Inflation
* Healthcare
* Expenses
* Market volatility

…as well as ways to prepare in advance for things that may not go as expected.

Reserve your seat today—we’d love to have you join us!

Crystal M Coley is an Edward Jones Financial Advisor serving Montgomery, TX. Get the personal financial advice you need to achieve your goals.

07/05/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

07/03/2026

When your career changes unexpectedly, a confident strategy can make all the difference.

I’m here to guide you through potential financial options and support your next steps. Let’s talk!

07/02/2026

FIVE QUESTIONS THAT COULD CHANGE HOW YOU SEE RETIREMENT

Retirement is about more than saving. It's also about knowing what you're saving for. If you're within five to ten years of retirement, now is the time to start building a plan around the life you actually want.

Ask yourself these five questions to help shape your retirement vision.

First: "When do you want to retire?" Timing affects your income, healthcare and Social Security benefits more than you may realize.

Second question: "How do you want to spend your days?" Meaningful activity can help make the transition smoother.

Third: "Where do you want to live?" You'll want to consider family, healthcare access and cost of living, among other factors.

The fourth question: "What will your retirement lifestyle cost?" The more active you are, the more you may need to add to your budget.

And finally, "Does your plan include giving back?" It might be to family, community or causes you care about.

Your answers are just the beginning. Work with your financial advisor to align your savings with the lifestyle you want. And revisit your plan as priorities evolve.

This content was provided by Edward Jones for use by Crystal Coley, your Edward Jones financial advisor at (936-597-8766). Edward Jones, Member SIPC

06/30/2026

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

If you have not had a conversation with an advisor about your comprehensive financial plan, I would love to help you!

06/26/2026

Every great team knows that one match doesn't define the tournament…it's about consistency and staying in the race.

Your financial goals work the same way.

Whether markets are up or down, having a partner that will help you stay committed is key.

Let’s connect!

06/25/2026

Many retirees look forward to traveling more in retirement, and the most enjoyable trips often start with a plan.

Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/24/2026

IS YOUR HOME REALLY PROTECTED FROM NATURAL DISASTERS?

As temperatures rise and storm season approaches, it's time to review your homeowners insurance policy. Natural disasters can strike with little warning, and outdated coverage could leave you unprotected when you need it most.

When reviewing your policy, focus on three things.

First, make sure your policy’s coverage reflects today's rebuilding costs, not what you paid years ago.

Second, verify your personal property coverage is enough to replace your belongings.

Third, check your Additional Living Expenses coverage in case your home becomes unlivable and you need a temporary hotel or apartment.

Standard homeowners insurance typically doesn't cover flooding or earthquakes, which require separate policies. Tornadoes, wildfires and wind damage from hurricanes are generally covered in your homeowner’s policy, but any post-hurricane flooding is not. Take time now to understand your coverage so you can adjust it if needed.

It’s a good idea to review your policy at least every five years. Major disasters occur more often, and time spent going over your policy now could save you stress when it matters most.

This content was provided by Edward Jones for use by Crystal Coley, your Edward Jones financial advisor at (936-597-8766). Member SIPC

06/23/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

Let's look at your options to ensure you are getting the most from your money.

06/22/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.